Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Santiago is a financial advisor with Larson Financial Group, LLC. Kathleen has been in the financial industry since 2015 and holds the Series 66, Series 7 and SIE licenses. Kathleen provides financial planning and portfolio management services to individuals and institutions. Prior to joining Larson Financial Group, Kathleen was a financial advisor with Foreside Fund Services, LLC. She began her career in the financial industry at Federated Securities Corp. Kathleen has a passion for helping clients achieve their financial goals. She is committed to providing her clients with personalized service and guidance. Kathleen also enjoys working with clients to develop customized financial plans. Outside of her work as a financial advisor, Kathleen is a group fitness instructor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
06/24/2024 - Present
Larson Financial Group, LLC (Denver CO)
CO
02/06/2024 - 06/10/2024
FORESIDE FUND SERVICES, LLC (Denver CO)
PA
11/19/2014 - 12/01/2023
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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